Bragg Financial Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 265 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.24 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bragg Financial Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$206,000
-3.3%
1,6820.0%0.03%
-10.5%
Q3 2016$213,000
-5.3%
1,682
-5.0%
0.04%
-7.3%
Q2 2016$225,000
+0.9%
1,7700.0%0.04%
-4.7%
Q1 2016$223,000
+8.3%
1,770
+6.4%
0.04%
-8.5%
Q1 2015$206,000
-5.9%
1,663
-7.0%
0.05%
-11.3%
Q4 2014$219,000
-3.1%
1,788
-4.0%
0.05%
-7.0%
Q3 2014$226,000
-0.4%
1,8630.0%0.06%
+5.6%
Q2 2014$227,000
-15.3%
1,863
-16.0%
0.05%
-16.9%
Q1 2014$268,000
+0.8%
2,2190.0%0.06%0.0%
Q4 2013$266,000
-1.1%
2,2190.0%0.06%
-7.1%
Q3 2013$269,000
+0.4%
2,2190.0%0.07%
-4.1%
Q2 2013$268,0002,2190.07%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders